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JPMorgan Chase

3,200 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 1,336 increasing their positions, 1,369 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
56.35%
Holding in Top 10
687
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+29.62%
% of All Funds
12.1%
New
214
Increased
1,336
Reduced
1,369
Closed
93
Calls
$4.84B
Puts
$6.92B
Net Calls
-$2.09B
Net Calls Change
-$488M
Name Holding Trade Value Shares
Change
Shares
Change %
ISB
976
Iowa State Bank
Iowa
$9.25M +$122K +803 +1%
PWM
977
Perigon Wealth Management
California
$9.24M +$1.15M +7,537 +14%
WTFG
978
Wells Trecaso Financial Group
Ohio
$9.22M -$34.6K -227 -0.4%
MCM
979
Mengis Capital Management
Oregon
$9.2M +$34.3K +225 +0.4%
BAM
980
Boyar Asset Management
New York
$9.18M -$195K -1,284 -2%
SIC
981
Sigma Investment Counselors
Michigan
$9.18M -$234K -1,534 -2%
IPW
982
Inlet Private Wealth
Florida
$9.17M +$92.6K +608 +1%
CC
983
Chicago Capital
Illinois
$9.16M -$34.6K -227 -0.4%
BRCM
984
Bright Rock Capital Management
Massachusetts
$9.13M
NM
985
NWI Management
New York
$9.13M
RWM
986
Rench Wealth Management
Texas
$9.1M -$10.7K -70 -0.1%
CC
987
Constitution Capital
Connecticut
$9.05M -$113K -745 -1%
NW
988
NewEdge Wealth
Pennsylvania
$9.04M +$6.35M +41,730 +237%
VCA
989
Verdence Capital Advisors
Maryland
$9.02M -$494K -3,248 -5%
III
990
Independent Investors Inc
New York
$9M -$15.2K -100 -0.2%
GC
991
Grimes & Company
Massachusetts
$8.99M +$1.09M +7,187 +14%
CIC
992
Cutler Investment Counsel
Oregon
$8.99M +$62.4K +410 +0.7%
SCM
993
Schnieders Capital Management
California
$8.99M +$207K +1,360 +2%
SCA
994
Snowden Capital Advisors
New York
$8.96M +$1.56M +10,240 +21%
FHB
995
First Hawaiian Bank
Hawaii
$8.96M -$2.2M -14,426 -20%
GFA
996
Gifford Fong Associates
California
$8.95M
WC
997
Woodstock Corp
Massachusetts
$8.94M +$34.9K +229 +0.4%
LFAS
998
Level Four Advisory Services
Texas
$8.94M +$295K +1,940 +3%
PTC
999
Philadelphia Trust Company
Pennsylvania
$8.93M +$60.9K +400 +0.7%
SEIA
1000
Signature Estate & Investment Advisors
California
$8.91M -$595K -3,910 -6%